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Moloney Securities Asset Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Moloney Securities Asset Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$317K Hold
1,816
– – 0.04% 353
2025
Q2 		$299K Hold
1,816
– – 0.04% 366
2025
Q1 		$292K Hold
1,816
– – 0.04% 357
2024
Q4 		$294K Sell
1,816
-58
-3% -$9.78K 0.04% 350
2024
Q3 		$314K Buy
1,874
+130
+7% +$20.7K 0.04% 346
2024
Q2 		$262K Hold
1,744
– – 0.04% 374
2024
Q1 		$272K Buy
1,744
+20
+1% +$2.94K 0.04% 360
2023
Q4 		$250K Sell
1,724
-100
-5% -$13.4K 0.04% 363
2023
Q3 		$239K Buy
1,824
+50
+3% +$6.92K 0.04% 352
2023
Q2 		$245K Sell
1,774
-115
-6% -$15.3K 0.04% 344
2023
Q1 		$253K Sell
1,889
-150
-7% -$20.8K 0.05% 347
2022
Q4 		$276K Hold
2,039
– – 0.06% 302
2022
Q3 		$248K Buy
2,039
+7
+0.3% +$948 0.06% 301
2022
Q2 		$263K Sell
2,032
-227
-10% -$32.1K 0.06% 291
2022
Q1 		$338K Sell
2,259
-340
-13% -$50K 0.07% 275
2021
Q4 		$391K Hold
2,599
– – 0.07% 279
2021
Q3 		$363K Hold
2,599
– – 0.07% 283
2021
Q2 		$365K Hold
2,599
– – 0.07% 280
2021
Q1 		$351K Buy
2,599
+160
+7% +$20.5K 0.07% 275
2020
Q4 		$290K Buy
+2,439
New +$273K 0.06% 288

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moloney Securities Asset Management's VOE Position: Q3 2025 in Review

Moloney Securities Asset Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q3 2025 at 1,816 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #353.

Moloney Securities Asset Management first reported a position in VOE in Q4 2020 and has held it in 20 quarters since. The position peaked at $391K in Q4 2021. 1,111 funds tracked by Wall St. Rank hold VOE as of Q3 2025.

  • Moloney Securities Asset Management held 1,816 shares of Vanguard Mid-Cap Value ETF worth $317K as of Q3 2025.
  • Moloney Securities Asset Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q3 2025.
  • Vanguard Mid-Cap Value ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #353 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2020 and has held it in 20 quarters since.
  • Moloney Securities Asset Management's Vanguard Mid-Cap Value ETF position peaked at $391K in Q4 2021.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.